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Stan Consulting · DIY guides

Agency management guides for operators who are not sure if the agency is working.

Most clients with an underperforming agency know something is off months before they can name it. The reports look professional, the calls are cordial, the numbers look fine at a glance, and still revenue is not moving.

These guides exist to help operators name what they are seeing, ask the right questions, and decide what to do before the next contract term starts.

Quick answer

This pillar covers how to evaluate a marketing agency on your own: what the monthly report should contain, what account access you should have, who is actually running the work day to day, and how to have the performance conversation without destroying the relationship. It is written for business owners who have an agency and are not sure if renewing is the right call. If you need the framework applied to your specific situation, the Conversion Second Opinion reads the account directly in 72 hours.

Get the diagnostic applied to your account →

Reading order

Turn the agency question into an evidence question.

The goal is not to catch someone out. The goal is to know whether the account has a strategy problem, a reporting problem, an execution problem, or a relationship problem.

01

Name underperformance

Use specific signs instead of vague frustration before starting the performance conversation.

Identify the signs
02

Read the report

Look past activity metrics and ask whether the report connects spend, work, learning, and revenue.

Read the report
03

Prepare replacement

If the agency cannot answer the core questions, write an RFP that reveals judgment instead of polish.

Write the RFP
04

Renegotiate terms

Use renewal leverage to fix scope, reporting, ownership, staffing, price, and termination terms.

Renegotiate contract
Stop DIY when the agency controls the data you need to evaluate them.

If you cannot access ad accounts, analytics, tags, landing pages, or source-of-truth revenue data, the first problem is ownership and governance, not performance.

The collection

Guides in this collection

Guide

How to tell if your marketing agency is underperforming

The specific signs of underperformance, what to ask, what to measure, and the eight questions to run before signing another contract.

Read guide →

Guide

How to write a marketing agency RFP

Most agency RFPs produce identical pitch decks. The structure of an RFP that surfaces real practitioner judgment, with the specific questions that cannot be faked.

Read guide →

Guide

How to read a monthly marketing report

Monthly agency reports are designed to look impressive. The four-step framework for reading past the styling and finding the real numbers.

Read guide →

Guide

How to renegotiate a marketing agency contract

Annual renewals are the buyer's leverage moment. The six items to renegotiate (scope, pricing, termination, ownership, reporting, staffing) and how to do it without breaking the relationship.

Read guide →

When a guide is not enough

When a guide is not enough

A guide describes the pattern. Your situation has a specific shape. An agency that reports clicks without revenue, bills against a retainer whose scope has drifted four times since signing, keeps the Google Ads account under its own MCC, and runs the work through a junior account manager you were never introduced to is not an abstract case. It is a particular combination of structural problems that has to be addressed in a particular order, usually in a particular window of time before the renewal clause triggers.

If you need someone to read the account and the relationship directly and tell you what to ask, what to fix, and whether to renew, the Conversion Second Opinion delivers a written diagnosis in 72 hours. The review includes account access audit, reporting gap analysis, structural findings on the paid advertising work, and a prioritized list of the conversations to have before the next term starts. $999. No retainer. For the prior decision of whether to hire help at all, see the DIY marketing versus hiring someone comparison.

Related pillars

Related topics

The engagement format

Want the diagnosis applied to your specific account?

$999. 72-hour delivery. Written findings. No retainer.

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